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Kathleen Lippold

Kathleen Lippold

Director of New Business and Paraplanner

Kathleen is a long-time member of the wealth management support industry, serving for over 26+ years in the profession, having joined Gremler in August 2003. As a licensed representative, she is responsible for direct client communication, researching tailored solutions proposed for individual situations and daily service of new and existing client accounts. Additional duties include file review, scheduling and providing support for both the research and advisory teams.

Kathleen earned a BS at Truman State University, and holds her Series 6 (Investment Company and Variable Contracts Representative), 63 (Uniform Securities Agent State Law) and 26 (Investment Company Principal) professional licenses, qualifying her to act as a representative for investment company and variable contracts, sell certain securities and supervise individuals soliciting the sale of mutual funds, variable annuities and variable life insurance.

Kathleen is a native Iowan. She’s active in her community and is an avid exercise enthusiast, with an affinity for running and walking. In addition, she greatly enjoys spending time with family and friends.